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JFS Wealth Advisors’s Old Republic International ORI Stock Holding History

JFS Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Buy
11,157
+95
+0.9% +$3.77K 0.02% 241
2026
Q1 		$441K Sell
11,062
-8
-0.1% -$329 0.02% 242
2025
Q4 		$505K Buy
11,070
+79
+0.7% +$3.43K 0.03% 227
2025
Q3 		$467K Sell
10,991
-2
-0% -$77 0.03% 235
2025
Q2 		$423K Sell
10,993
-1
-0% -$38 0.03% 223
2025
Q1 		$431K Buy
10,994
+3
+0% +$110 0.03% 210
2024
Q4 		$398K Hold
10,991
– – 0.03% 218
2024
Q3 		$389K Buy
10,991
+8
+0.1% +$271 0.03% 216
2024
Q2 		$339K Hold
10,983
– – 0.03% 184
2024
Q1 		$337K Sell
10,983
-25
-0.2% -$727 0.03% 190
2023
Q4 		$324K Buy
11,008
+29
+0.3% +$816 0.03% 180
2023
Q3 		$296K Hold
10,979
– – 0.03% 180
2023
Q2 		$276K Buy
10,979
+3
+0% +$75 0.02% 186
2023
Q1 		$274K Buy
10,976
+10
+0.1% +$252 0.03% 184
2022
Q4 		$265K Sell
10,966
-117
-1% -$2.74K 0.03% 191
2022
Q3 		$232K Sell
11,083
-663
-6% -$14.9K 0.03% 201
2022
Q2 		$263K Sell
11,746
-40
-0.3% -$926 0.03% 184
2022
Q1 		$305K Buy
11,786
+145
+1% +$3.74K 0.03% 189
2021
Q4 		$286K Buy
11,641
+82
+0.7% +$2.04K 0.03% 197
2021
Q3 		$267K Buy
11,559
+10,694
+1,236% +$265K 0.03% 196
2021
Q2 		$22K Sell
865
-91
-10% -$2.29K ﹤0.01% 357
2021
Q1 		$21K Hold
956
– – ﹤0.01% 332
2020
Q4 		$19K Buy
+956
New +$16.8K ﹤0.01% 338

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JFS Wealth Advisors's ORI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Old Republic International (ORI) stake by 0.86% in Q2 2026, buying an estimated $3.77K and bringing the position to 11,157 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #241.

JFS Wealth Advisors first reported a position in ORI in Q4 2020 and has held it in 23 quarters since. The position peaked at $505K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • JFS Wealth Advisors held 11,157 shares of Old Republic International worth $457K as of Q2 2026.
  • JFS Wealth Advisors bought 95 Old Republic International shares in Q2 2026, an estimated $3.77K.
  • Old Republic International made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • JFS Wealth Advisors first reported a position in Old Republic International in Q4 2020 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Old Republic International position peaked at $505K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.